Corient Private Wealth
AJG icon

Corient Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Corient Private Wealth’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22M Buy
96,002
+2,856
+3% +$606K 0.03% 392
2026
Q1 		$20.2M Sell
93,146
-5,047
-5% -$1.17M 0.03% 401
2025
Q4 		$25.4M Buy
98,193
+54,639
+125% +$14.5M 0.03% 353
2025
Q3 		$13.5M Sell
43,554
-21,320
-33% -$6.43M 0.02% 466
2025
Q2 		$20.8M Sell
64,874
-9,763
-13% -$3.22M 0.03% 388
2025
Q1 		$25.8M Sell
74,637
-9,301
-11% -$2.94M 0.04% 347
2024
Q4 		$23.8M Buy
83,938
+10,167
+14% +$2.96M 0.04% 360
2024
Q3 		$20.8M Sell
73,771
-29,234
-28% -$8.24M 0.03% 414
2024
Q2 		$26.7M Buy
103,005
+30,339
+42% +$7.53M 0.05% 332
2024
Q1 		$18.2M Buy
72,666
+11,417
+19% +$2.74M 0.03% 414
2023
Q4 		$13.8M Buy
61,249
+9,701
+19% +$2.3M 0.03% 460
2023
Q3 		$11.8M Buy
51,548
+640
+1% +$143K 0.03% 447
2023
Q2 		$11.2M Sell
50,908
-1,787
-3% -$372K 0.03% 455
2023
Q1 		$10.1M Buy
52,695
+12,025
+30% +$2.28M 0.03% 433
2022
Q4 		$7.67M Buy
+40,670
New +$7.61M 0.03% 412

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's AJG Position: Q2 2026 in Review

Corient Private Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 3.1% in Q2 2026, buying an estimated $606K and bringing the position to 96,002 shares worth $22M. The position accounts for 0.03% of the portfolio, ranked #392.

Corient Private Wealth first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Corient Private Wealth held 96,002 shares of Arthur J. Gallagher & Co worth $22M as of Q2 2026.
  • Corient Private Wealth bought 2,856 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $606K.
  • Arthur J. Gallagher & Co made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #392 holding.
  • Corient Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Arthur J. Gallagher & Co position peaked at $26.7M in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.